Data Intelligence

Regional Market Intelligence

See exactly where deposit and loan demand is shifting across your footprint, before your competitors do.

Screenshot placeholder. TODO: replace with real screenshot

Your market data is scattered across call reports, branch spreadsheets, and gut feel.

By the time a regional shift shows up in a quarterly report, the opportunity, or the risk, has usually already passed. Branch teams are making product and staffing calls on instinct because pulling a real county-by-county view means stitching together call report data, internal core exports, and whatever the last consultant left behind.

How it works

Connect your footprint

Pull in branch locations, deposit and loan mix, and public market data automatically.

Benchmark against the region

See how your growth compares to peer institutions, county by county.

Surface the shifts

Get flagged the moment a market segment moves faster than your current product mix.

Act on the signal

Turn each insight into a concrete branch, marketing, or product recommendation.

What’s included

Deposit & loan flow mapping

Visualize where balances are moving across your entire footprint, updated monthly.

Peer benchmarking by county

Compare your growth against anonymized peer institutions in the same markets.

Branch-level opportunity scoring

Every branch gets a ranked list of the product and outreach opportunities nearby.

Automated market alerts

Get notified when a market segment crosses a threshold worth acting on.

Board-ready export

Turn any view into a clean, presentation-ready export in one click.

Sample output

See the shift before the quarter closes

+18%Sample flagged deposit growth, county-level

Illustrative sample, not real customer data. A typical output flags the counties where your growth is lagging or leading the regional average, ranked by opportunity size.

Growth plan

Included in the Growth and Enterprise plans.

See full pricing

FAQ

Common questions

A combination of call report data, public market data, and whatever core or LOS exports you connect. TODO: confirm exact source list with product before publishing.

TODO: confirm real refresh cadence. Placeholder assumes a monthly refresh cycle.

Yes, peer benchmarking still applies at the county level even with one branch, though the branch-level opportunity scoring is most useful with multiple locations.

Yes, every view can be exported as a board-ready PDF or slide export.

Ready to see your market clearly?

Get a walkthrough of Regional Market Intelligence with your own footprint data.

Request a Demo